| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 36 | $2,031.93 | $3,731.76 | $1,699.83 | 83.66% |
Kevin Orr Centennial Bank/AR/ | 1,069 | $61,985.26 | $112,041.89 | $50,056.63 | 80.76% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 81,534 | $7.1M | $8.47M | $1.37M | 19.25% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 3,041 | $200,113 | $318,727.21 | $118,614.21 | 59.27% |
Jae Cho Marex Group plc | 1,821 | $209,160 | $188,655.6 | -$20,504.4 | -9.8% |
NICOLE MARTIN Arlington Trust Co LLC | 66 | $7,416 | $6,934.62 | -$481.38 | -6.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,723 | $532,548.39 | $698,385.24 | $165,836.85 | 31.14% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 5,389 | $534,949 | $563,150.5 | $28,201.5 | 5.27% |
Syon Capital LLC SYON CAPITAL LLC | 6,941 | $623,244.42 | $718,879.37 | $95,634.95 | 15.34% |
Kevin Bresler TD Waterhouse Canada Inc. | 373,604 | $42.35M | $38.84M | -$3.51M | -8.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,620 | $395,604.85 | $694,239.4 | $298,634.55 | 75.49% |
| AK Alisha Kamadia United Community Bank | 30 | $2,772.9 | $3,143.7 | $370.8 | 13.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,596 | $1.03M | $1.52M | $490,253.29 | 47.73% |
Robert Shea NEOS Investment Management LLC | 73,463 | $7.02M | $7.71M | $692,298.78 | 9.86% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,831 | $210,309 | $190,332.45 | -$19,976.55 | -9.5% |
James Rankin Modern Wealth Management, LLC | 2,084 | $239,387 | $216,204.58 | -$23,182.42 | -9.68% |
David Vollmer PFS Partners, LLC | 250 | $14,594 | $26,238.75 | $11,644.75 | 79.79% |
Amir Har-El Savvy Advisors, Inc. | 3,939 | $392,934.9 | $409,656 | $16,721.1 | 4.26% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,385 | $226,668.93 | $250,114.95 | $23,446.02 | 10.34% |
Timothy Bolger Arrow Capital Pty Ltd | 60,000 | $5.13M | $6.31M | $1.18M | 23.03% |